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Chris Young
AFP® BFin ADFS(FP)
Financial Planner
I am supported by a team of professional finance specialists. This unique team approach ensures you receive the best advice for every part of your financial plan.
With more than 15 years experience in the financial planning industry, Chris has developed a comprehensive range of skills that takes the difficulty out of planning for your future, whether this be identifying your financial goals or developing the solution to get you where you want to be. Chris specialises in aged care, retirement planning and personal risk protection advice.
Investment Style
Chris adheres to a disciplined investment framework using a broad network of quality investment and economic information. He will explain investments to you simply and provide confidence by delivering sound investment strategies tailored to your personal goals and risk profile.
Services and Specialties
Superannuation Advice
Retirement and Estate Planning
Stockbroking
Aged Care
Financial Planning
Personal Insurance
Qualifications and Professional Affiliations
Advanced Diploma in Accounting
Bachelor of Finance
Advanced Diploma of Financial Services (Financial Planning)
Accredited Aged Care Professional™
Associations
Member of the Financial Advice Association Australia (FAAA)
Competencies
Financial Planning
Margin Lending
Superannuation
Managed Investments
Life Insurance
ASIC Financial Advisers Register
Generic
Aged Care Accreditation
Securities
Tax (financial) Adviser
FASEA Financial Adviser Exam
I am a partner of Mid Coast Money Management Pty Ltd which operates the business of Morgans Financial Limited - Port Macquarie. My employer remunerates me by way of salary. As a shareholder of Mid Coast Money Management Pty Ltd, I may be entitled to a share of profits. As a Partner of Mid Coast Money Management Pty Ltd, I will be entitled to a share of profits. I am eligible to participate in a bonus scheme depending upon performance.
